Cameron Dunn
Investment adviser representative at Corient
12 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- CorientMar 2025 to now
- Corient Services LLCMar 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Mar 2025
- Merril Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Aug 2021
- Dpss Law FirmMar 2020 to Jul 2020
- Pennsylvania State UniversityAug 2018 to May 2022
- Newburyport High SchoolJun 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7390322
- Firm CRD
- 319448